Employee Recorded details and tabs

Location: SpyderFlow Main Menu –> Contacts –> Employees

Information contained: Professional information in record format of employees to be used in workflows, linked to corresponding user accounts and groups for accessible data in their workplace.

• An employee record may hold minimum (only mandatory) information like name, work contact details.
• Or there can be other tabs containing: Contacts, Communications, Licences, Security, Notes, Attachments and Activity.

General Employees information

• The general employee areas of information are standard workplace information area. Not recommended to include personal information.
• This employee area is for records relevant to workflow and work related data like licences, contacts, communication, notes, attachments etc.

Example 

Record Level Security (RLS)

• See link User Account Administration | Record-Level Security (RLS)
• If RLS is enabled your System Administrator would check if there is an employee record to link to a corresponding user account.
• The user account will have the employee role permissions and RLS will give access to records (information) security.
• Located in Security tab of Employee record.